This site makes use of cookies to personalise content and provide certain functionality. Our site will not function properly without it. The financialadvice.net cookie only retains the session id, we store no personal information in cookies. For more information please read our Privacy Policy

If you're unsure about cookies, what they are and how to protect yourself from harmful cookies, please see our Cookie Set Up information page.

Introduction to Money MOT Review Service

Published / Last Updated on 24/01/2019

Financial Reviews - Money MOT - Two Basic Laws of Management:

Anything that is not managed will deteriorate

Anything that is watched and measured improves

If you do not service your car it will breakdown one day. The same goes for your money. Spend more on car MOT (depreciating asset) than on your Money MOT? Do you want to make money, save money and pay less tax?

Markets rise and markets fall. Are you still invested where you were 2 years ago? 10 years ago? Did you lock in profits? Move before falls? Did you invest when markets were low or high? Are there lower charged newer plans available?

Not looked at your pension for 10 years? What is its value?

Do you know which company your pension or life insurance is with?

Lost track? What is your mortgage rate? Is it the cheapest rate?

Made profits? Have you protected them? Did you lock in those profits?

Lost money? Adapted your plans for new tax or economic rules?

Not seen your adviser for years?

Still paying hidden commissions? We will stop them

Want Full Online Access Only to members only content, weekly email, quarterly newsletters, tools, news, alerts, calculators, videos and more go for SILVER service